Create and send invoices
Bill a customer and let them pay online.
Bill a customer and let them pay online.
Use invoices for services, custom orders, or when a customer wants a formal bill before paying.
- Open Invoices
From the sidebar, click Invoices, then New Invoice.
- Pick the customer
Choose an existing customer, or click Add new to enter their name, email, and phone.
- Add line items
Click Add Item for each thing you're billing. Pick a product or type a custom description, then set the quantity and price.
- Set the due date
Pick when payment is due. Boombiz can send the customer a reminder a few days before.
- Send the invoice
Click Send. The customer gets an email and WhatsApp message with a link. They can pay directly with card, transfer, or any payment gateway you've connected.
- Track the status
Back on the Invoices page, each invoice shows as Draft, Sent, Paid, or Overdue. Click any invoice to see when it was opened and paid.
Open the feature: